Civic Intelligence

M & I Health Retiree Program

EIN 39-6414307 • 501(c)9 • Milwaukee, WI

Profile

Provide Health Benefits to Retirees

Argent Inst Trust CO 115 S 84 St StMilwaukee, WI 53214

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

56th percentile

8.6%

Higher net margin than 56% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-41%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$73,999,547

Up $489,953 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$73,999,547

Up $489,953 (+0.7%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin56th percentile

Revenue

Down

$4,999,549

Down $3,536,619 (-41%) from 2023

Expenses

Down

$4,572,060

Down $3,510,747 (-43%) from 2023

Net Income

Down

$427,489

Down $25,872 (-5.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $64,144,054Liabilities 2011: $0Net Assets 2011: $64,144,0542011Assets 2012: $66,574,814Liabilities 2012: $0Net Assets 2012: $66,574,8142012Assets 2013: $72,409,312Liabilities 2013: $0Net Assets 2013: $72,409,3122013Assets 2014: $74,029,883Liabilities 2014: $0Net Assets 2014: $74,029,8832014Assets 2015: $72,969,351Liabilities 2015: $0Net Assets 2015: $72,969,3512015Assets 2016: $76,357,656Liabilities 2016: $0Net Assets 2016: $76,357,6562016Assets 2017: $79,243,947Liabilities 2017: $0Net Assets 2017: $79,243,9472017Assets 2018: $71,835,699Liabilities 2018: $0Net Assets 2018: $71,835,6992018Assets 2019: $79,168,055Liabilities 2019: $0Net Assets 2019: $79,168,0552019Assets 2021: $74,790,619Liabilities 2021: $0Net Assets 2021: $74,790,6192021Assets 2022: $72,346,494Liabilities 2022: $0Net Assets 2022: $72,346,4942022Assets 2023: $73,509,594Liabilities 2023: $0Net Assets 2023: $73,509,5942023Assets 2024: $73,999,547Liabilities 2024: $0Net Assets 2024: $73,999,5472024

Highlighted filing

2024

Assets$73,999,547
Liabilities$0
Net Assets$73,999,547
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $31,187,913Expenses 2011: $7,050,345Net Income 2011: $24,137,5682011Revenue 2012: $9,950,633Expenses 2012: $7,519,873Net Income 2012: $2,430,7602012Revenue 2013: $14,900,875Expenses 2013: $9,066,377Net Income 2013: $5,834,4982013Revenue 2014: $9,726,309Expenses 2014: $8,107,927Net Income 2014: $1,618,3822014Revenue 2015: $5,562,163Expenses 2015: $6,622,695Net Income 2015: -$1,060,5322015Revenue 2016: $9,783,403Expenses 2016: $6,395,098Net Income 2016: $3,388,3052016Revenue 2017: $12,841,335Expenses 2017: $9,955,044Net Income 2017: $2,886,2912017Revenue 2018: $8,140,785Expenses 2018: $10,978,543Net Income 2018: -$2,837,7582018Revenue 2019: $7,539,169Expenses 2019: $7,404,677Net Income 2019: $134,4922019Revenue 2021: $4,963,482Expenses 2021: $7,118,507Net Income 2021: -$2,155,0252021Revenue 2022: $4,204,444Expenses 2022: $6,886,189Net Income 2022: -$2,681,7452022Revenue 2023: $8,536,168Expenses 2023: $8,082,807Net Income 2023: $453,3612023Revenue 2024: $4,999,549Expenses 2024: $4,572,060Net Income 2024: $427,4892024

Highlighted filing

2024

Revenue$4,999,549
Expenses$4,572,060
Net Income$427,489
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$73,999,547
Liabilities
$0
Net assets
$73,999,547
Revenue
$4,999,549
Expenses
$4,572,060
Net income
$427,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.0$0.00$74.0$5.00$4.57$0.43
2023Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$8.54$8.08$0.45
2022Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$4.20$6.89$2.68
2021Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$4.96$7.12$2.16
2019Summary only. Only limited summary data is available for this year.$79.2$0.00$79.2$7.54$7.40$0.13
2018Summary only. Only limited summary data is available for this year.$71.8$0.00$71.8$8.14$11.0$2.84
2017Summary only. Only limited summary data is available for this year.$79.2$0.00$79.2$12.8$9.96$2.89
2016Summary only. Only limited summary data is available for this year.$76.4$0.00$76.4$9.78$6.40$3.39
2015Summary only. Only limited summary data is available for this year.$73.0$0.00$73.0$5.56$6.62$1.06
2014Summary only. Only limited summary data is available for this year.$74.0$0.00$74.0$9.73$8.11$1.62
2013Summary only. Only limited summary data is available for this year.$72.4$0.00$72.4$14.9$9.07$5.83
2012Summary only. Only limited summary data is available for this year.$66.6$0.00$66.6$9.95$7.52$2.43
2011Summary only. Only limited summary data is available for this year.$64.1$0.00$64.1$31.2$7.05$24.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$4,999,549
Mission and Program Overview

Mission

Provide Health Benefits to Retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$73,509,594$73,999,547▲ $489,953
Cap Stk Tr Prin Current Funds$73,509,594$73,999,547▲ $489,953
Total Assets$73,509,594$73,999,547▲ $489,953
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,509,594$73,999,547▲ $489,953
Total Liabilities and Net Assets / Fund Balance$73,509,594$73,999,547▲ $489,953
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,236,912
Investment Income
$3,679,297
Other Revenue
$83,340
Change in Net Assets
$427,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,816,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,755,955--$1,755,955
Other Expenses$1,658,443--$1,658,443
Fees for Service Investment Mgmnt Fees-$177,685-$177,685
Fees for Services Accounting-$1,169-$1,169
Total Functional Expenses$4,393,206$178,854$0$4,572,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“M&I Health retiree program is administered by two human resource benefit managers. All changes to this plan must be approved by the CEO of BMO Harris Corporation.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A final form 990 was provided to both voting members, prior to filing with the Internal Revenue Service.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“All employees are required to complete compliance and other risk based training classes on an annual basis. Employee participation and test results are monitored by BMO Harris Corporation for any reportable events (E.G. conflict of interest) and are reviewed by senior management of BMO Harris Corporation. There are no restrictions at this time which prohibit the governing body in policy discussions and decisions. Governing documents, conflict of interest policy and financial statements are available for public inspection upon request.”

Form 990, Page 6, Part VI, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
M & I Health Retiree Program
EIN
39-6414307
Phone
4148753240
Address
ARGENT INST TRUST CO 115 S 84 ST ST, MILWAUKEE, WI 53214

Signing Officer

Name
Midwest Institutional Trust Company
Title
Business Suppor
Phone
4148753240
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Shelley Moy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Reversal of Premiums not reflected on statement: $62,464”

Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BenefitsToMembersGrp/TotalAmt01755955
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Midwest Institutional Trust
IRS990/BooksInCareOfDetail/PhoneNum04142551957
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010700 Research Drive Suite 205
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wauwatosa
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01755955
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03679297
IRS990/CYOtherExpensesAmt02816105
IRS990/CYOtherRevenueAmt083340
IRS990/CYProgramServiceRevenueAmt01236912
IRS990/CYRevenuesLessExpensesAmt0427489
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04572060
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04999549
IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DescribedInSection501c3Ind0false
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IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01169
IRS990/FeesForServicesAccountingGrp/TotalAmt01169
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0177685
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Midwest Institutional Trust
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0c/oArgentInstitutionalTrustCompany
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04999549
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03679297
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03679297
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073509594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt073999547
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide Health Benefits to Retirees
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt073509594
IRS990/NetAssetsOrFundBalancesEOYAmt073999547
IRS990/NetUnrelatedBusTxblIncmAmt03573830
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt062464
IRS990/OtherExpensesGrp/Desc0Current Year 990T Estimated Payment
IRS990/OtherExpensesGrp/Desc1Prior Year 990T Tax Due
IRS990/OtherExpensesGrp/ProgramServicesAmt0978808
IRS990/OtherExpensesGrp/ProgramServicesAmt11658443
IRS990/OtherExpensesGrp/TotalAmt0978808
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Py Claim Reimbursement
IRS990/OtherRevenueMiscGrp/Desc1Other Income - Fee Credits
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010122
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010122
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt173218
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt073218
IRS990/OtherRevenueTotalAmt083340
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Midwest Institutional Trust
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01236912
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06682586
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IRS990/PYInvestmentIncomeAmt02879005
IRS990/PYOtherExpensesAmt01400221
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0427489
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0M&I Health retiree program is administered by two human resource benefit managers. All changes to this plan must be approved by the CEO of BMO Harris Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A final form 990 was provided to both voting members, prior to filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All employees are required to complete compliance and other risk based training classes on an annual basis. Employee participation and test results are monitored by BMO Harris Corporation for any reportable events (E.G. conflict of interest) and are reviewed by senior management of BMO Harris Corporation. There are no restrictions at this time which prohibit the governing body in policy discussions and decisions. Governing documents, conflict of interest policy and financial statements are available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reversal of Premiums not reflected on statement: $62,464
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03752515
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IRS990/USAddress/ZIPCd053226
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWEST INSTITUTIONAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Suppor
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753240
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M & I HEALTH RETIREE PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0M&IH
ReturnHeader/Filer/EIN0396414307
ReturnHeader/Filer/PhoneNum04148753240
ReturnHeader/Filer/USAddress/AddressLine1Txt0ARGENT INST TRUST CO 115 S 84 ST ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
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ReturnHeader/ReturnTs02025-11-11T13:01:41-06:00
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